Kodaris Transaction Types

In the operations portal, on the accounts receivable screen you can view the different transaction types for records. These transaction types could be coming from your ERP, an integration, or from Kodaris.

Below are Kodaris specific transaction types that you will see in the operations portal:

• Terminal Payment: a physical terminal (card present) payment
• Terminal Credit: a physical terminal (card present) credit (a return)
• ERP Payment: ERP-integrated (card not present) payment
• ERP Credit: ERP-integrated (card not present) payment credit (a return)
• ERP Refund: ERP-integrated refund on original payment (a return)
• CompanyPayment: a charge, payment made on a certain company
• Deposit on Account: a deposit payment (lump sum payment)
• Scheduled Payment: a payment scheduled by a customer to be paid at a certain date
• WebRefund: a web refund/credit - a return payment
• Web Order Payment: web order payment, checkout payment, COD payment
• Web Account Payment: payment made towards open invoices
• ACHPayment: a charge, payment made via ACH
• Return: ACH Return